Carroll Financial Associates’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$33K	Buy	375 +10	+3%	+$880	﹤0.01%	830
2021 Q3	$29K	Hold	365	–	–	﹤0.01%	888
2021 Q2	$28K	Hold	365	–	–	﹤0.01%	980
2021 Q1	$26K	Hold	365	–	–	﹤0.01%	942
2020 Q4	$21K	Hold	365	–	–	﹤0.01%	911
2020 Q3	$18K	Sell	365 -510	-58%	-$25.2K	﹤0.01%	887
2020 Q2	$51K	Buy	+875	New	+$51K	﹤0.01%	648
2020 Q1	–	Sell	-422	Closed	-$34K	–	1508
2019 Q4	$34K	Sell	422 -2,350	-85%	-$189K	﹤0.01%	751
2019 Q3	$239K	Buy	2,772 +64	+2%	+$5.52K	0.02%	325
2019 Q2	$205K	Buy	+2,708	New	+$205K	0.02%	343
2018 Q2	–	Sell	-556	Closed	-$34K	–	1273
2018 Q1	$34K	Hold	556	–	–	﹤0.01%	559
2017 Q4	$35K	Hold	556	–	–	﹤0.01%	545
2017 Q3	$37K	Hold	556	–	–	﹤0.01%	541
2017 Q2	$36K	Hold	556	–	–	﹤0.01%	559
2017 Q1	$34K	Hold	556	–	–	﹤0.01%	544
2016 Q4	$35K	Hold	556	–	–	0.01%	522
2016 Q3	$35K	Hold	556	–	–	0.01%	531
2016 Q2	$38K	Hold	556	–	–	0.01%	492
2016 Q1	$41K	Hold	556	–	–	0.01%	469
2015 Q4	$45K	Hold	556	–	–	0.01%	423
2015 Q3	$44K	Hold	556	–	–	0.01%	418
2015 Q2	$39K	Hold	556	–	–	0.01%	419
2015 Q1	$43K	Hold	556	–	–	0.02%	307
2014 Q4	$44K	Hold	556	–	–	0.03%	258
2014 Q3	$38K	Buy	+556	New	+$38K	0.01%	351